Ranch Capital Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,176
| Closed | -$440K | – | 157 |
|
|
2024
Q2 | $440K | Buy |
+1,176
| New | +$440K | 0.23% | 103 |
|
|
2021
Q4 | – | Sell |
-212
| Closed | -$62K | – | 592 |
|
|
2021
Q3 | $62K | Sell |
212
-9
| -4% | -$2.63K | 0.04% | 245 |
|
|
2021
Q2 | $63K | Hold |
221
| – | – | 0.04% | 272 |
|
|
2021
Q1 | $56K | Hold |
221
| – | – | 0.04% | 274 |
|
|
2020
Q4 | $56K | Sell |
221
-9
| -4% | -$2.28K | 0.04% | 271 |
|
|
2020
Q3 | $52K | Sell |
230
-28
| -11% | -$6.33K | 0.04% | 283 |
|
|
2020
Q2 | $57K | Buy |
258
+1
| +0.4% | +$221 | 0.04% | 279 |
|
|
2020
Q1 | $40K | Hold |
257
| – | – | 0.04% | 311 |
|
|
2019
Q4 | $47K | Buy |
+257
| New | +$47K | 0.04% | 352 |
|